Creating your own reports is straightforward and simple with bob. Easily slice and dice your people data into manageable and functional reports tailored to your organization which will update automatically as your organization changes.

There are three way in which you can create a custom report:

  1. Building a report via the People Directory

  2. Building a report via the Reports section

  3. Duplicating an existing report

Note: ensure that the those who need to create reports have the relevant permissions.

How to build a report via the People Directory

Use the People Directory to build a report by using filters and adding and removing employee fields.

Note: any alterations in the People Directory will remain after you exit this page. This only affects your view.

  1. Configure the People Directory to include all of the fields you wish to have in the report

  2. Click on the save icon once you have reached your desired view
    a. Name the report in the Name field
    b. Add a Description (optional)
    c. Save the report to a folder via the Save to folder dropdown either by
    i. Saving to an existing folder:
    1. Scroll or search for an existing folder
    2. Select the folder
    ii. Saving to a new folder:
    1. Click Create a new folder
    2. Enter a Folder name
    2. Click Create

  3. Click Save

Your customized report is now saved in the Reports section under the Analytics tab!

How to build a report via the Reports section

Build a report from scratch using filters and adding and removing employee fields in the Reports section using the following steps:

  1. Press Analytics in the left-hand menu and click on Reports

  2. Click on New report

  3. Hover over the type of report and select a baseline report from which you’ll begin customizing

  4. Filter to see specific employee data using the quick filters above the table
    Note: certain filter types may vary between different reports

  5. Click the Advanced option above the table and use Custom filters to view people by a set of conditions
    a. To add a new condition, click + Add condition and select the desired values in each of the dropdowns from left to right
    b. Repeat to add more conditions
    c. Click Apply

  6. To add employee data:
    a. Press the column picker on top right of the table
    b. Scroll or search for the employee fields that you’d like to select and click to add
    c. Click Apply

  7. To remove employee data, use one of two methods:
    a. Column picker
    i. Press the column picker on top right of the table
    ii. Scroll or search for the employee fields that you’d like to select and click to add
    iii. Click Apply
    b. Column deletion
    i. Hover over the title of a column of the employee field you wish to delete
    ii. Click the X to the right of the title

  8. Change the order of the columns by holding and dragging the title of any column you wish to move to where you’d like it to be in the directory

  9. Sort the directory order using the column titles
    a. Alphabetical orientation (A-Z or Z-A)
    i. Click on the column title to switch between an A-Z and Z-A alphabetical list
    Note: this action will affect the entire table
    b. Numerical orientation (from smallest-to-largest or largest-to-smallest)
    i. Click on the column title to switch between a smallest-largest and largest to smallest numerical ordering
    Note: this action will affect the entire table

  10. Click on the Save as once you have reached your desired report

  11. Name the report in the Name field

  12. Add a Description (optional)

  13. Save the report to a folder via the Save to folder dropdown either by
    a. Saving to an existing folder:
    i. Scroll or search for an existing folder
    ii. Select the folder
    b. Saving to a new folder:
    i. Click Create a new folder
    ii. Enter a Folder name
    iii. Click Create

  14. Click Save

Tips:

  • To create a new report folder, click on the folder icon at the top of the Folders menu

  • To reset the filter configurations, click the refresh arrow icon between Date range and View by

How to duplicate and customize an existing report

Work off of an existing report by duplicating it, then customizing it to your specific needs by following these steps:

  1. Go to Analytics

  2. Click on Reports

  3. Click on the desired report folder

  4. Click on the report that you’d like to duplicate

  5. Click on the More button at the top right of the report page

  6. Click on Duplicate. A popup will appear to name and save the duplicate report.

  7. Name the report in the Name field

  8. Add a Description (optional)

  9. Save the report to a folder via the Save to folder dropdown either by
    a. Saving to an existing folder:
    i. Scroll or search for an existing folder
    ii. Select the folder
    b. Saving to a new folder:
    i. Click Create a new folder
    ii. Enter a Folder name
    iii. Click Create

  10. Click Save

  11. Go Back to the report folder and click on the title of the new report

  12. Follow steps 4-10 of the instructions in the section above

  13. Click Save

Need more help? If you're unsure about anything please send us a message through the chat icon below.

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